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Notis

Carry Loomio decisions into Firmao tasks

Once a Loomio decision is confirmed, send it to Notis and keep the next step visible as a Firmao task.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update Task

Tool to update an existing task. Use when you need to modify one or more fields of a task after confirming its current details.

Why this helps

Agreed actions can disappear in a discussion thread when nobody remembers to copy them into the task system.

  • Keep agreed work out of discussion history and on a task list.
  • Reduce manual copying after a decision.
  • Use run reports to spot tasks that need review.

Setup

Build it in a few focused steps.

  • 1Connect Loomio and Firmao to Notis once through the portal.
  • 2Open Automations, create a new automation, and describe creating a Firmao task from a confirmed Loomio decision.
  • 3Select an incoming webhook trigger and choose where Notis should report runs.
  • 4Send one real confirmed decision to the webhook and review the resulting task.

Questions about this workflow

Does Loomio trigger this directly?

No. Loomio has no available integration trigger events in this setup, so send the confirmed decision to a Notis webhook.

Will Notis create a task for every discussion message?

The prompt should specify that only confirmed decisions with a clear follow-up qualify.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Loomio to Firmao. A trigger fires from one place; an action lands in another.

Loomio triggers

Firmao actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Tool to create an invoice. Use after gathering all invoice details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Company Setting

Tool to delete a specific company setting. Use when you need to remove a company setting by its unique ID after confirming the ID is valid.

ActionInstant

Delete Contact

Tool to delete a contact by marking it as deleted. Use when you need to soft-delete a contact after confirming its existence.

ActionInstant

Delete Invoice

Tool to delete an invoice. Use when you need to soft-delete a specific invoice by marking it deleted=true. Implements robust endpoint fallbacks and graceful degradation to ensure a validated response even when the API denies access or returns unexpected shapes.

ActionInstant

Delete Offer

Tool to delete an offer. Use when you need to soft-delete an existing offer by marking its deleted flag to true. After this call, the offer is considered deleted within the system.

ActionInstant

Get Invoice

Tool to retrieve a specific invoice by its ID. Use when you need the full invoice data by its unique ID.

ActionInstant

Get Offer

Tool to retrieve offer details. Use when you need complete information for a specific offer by ID.

ActionInstant

Get Task

Tool to retrieve details of a specific task by its ID. Use when you need to fetch a task after knowing its ID.

ActionInstant

Connect any two apps with Notis in the middle.

Loomio and Firmao, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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